See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,047 | $140,940-36.1% | $112,229-19.8% | $139,434-35.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 19.08% | 32.71%-13.6pp | 30.20%-11.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $995 | $4,283-76.8% | $3,430-71.0% | $4,751-79.1% |
| Participant deferral / active EE | $2,253 | $5,874-61.6% | $4,798-53.0% | $6,710-66.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |